IBCGX
Price
$20.05
Change
+$0.13 (+0.65%)
Updated
Jun 6 closing price
Net Assets
385.41M
PMBPX
Price
$45.03
Change
+$0.30 (+0.67%)
Updated
Jun 6 closing price
Net Assets
30.93B
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IBCGX vs PMBPX

Header iconIBCGX vs PMBPX Comparison
Open Charts IBCGX vs PMBPXBanner chart's image
VY® Baron Growth S2
Price$20.05
Change+$0.13 (+0.65%)
VolumeN/A
Net Assets385.41M
Principal MidCap R5
Price$45.03
Change+$0.30 (+0.67%)
VolumeN/A
Net Assets30.93B
IBCGX vs PMBPX Comparison Chart
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IBCGX vs. PMBPX commentary
Jun 07, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IBCGX is a Buy and PMBPX is a Buy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.9B vs. IBCGX (385M). PMBPX pays higher dividends than IBCGX: PMBPX (0.01) vs IBCGX (0.00). IBCGX was incepted earlier than PMBPX: IBCGX (16 years) vs PMBPX (25 years). IBCGX (1.52) is less costly to investors than PMBPX (0.83). PMBPX is a more actively managed with annual turnover of: 10.50 vs. IBCGX (4.00). IBCGX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 11.61 vs. IBCGX (-1.68). PMBPX return over 5 years is better than : 46.09 vs. IBCGX (-2.40).
IBCGXPMBPXIBCGX / PMBPX
Total Expense Ratio1.400.83169%
Annual Report Gross Expense Ratio1.520.83183%
Fund Existence16 years25 years-
Gain YTD-4.1392.922-142%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets385M30.9B1%
Annual Yield % from dividends0.000.01-
Returns for 1 year-1.6811.61-14%
Returns for 3 years-11.2334.38-33%
Returns for 5 years-2.4046.09-5%
Returns for 10 years-35.1995.57-37%
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